Stephen Bell

Stephen Bell is a Portfolio Manager at Sendero Wealth Management, LLC in San Antonio, Texas, where he leads comprehensive portfolio reviews, develops tailored financial plans, and implements asset allocation strategies for individual and institutional clients. His responsibilities include working directly with clients to understand their objectives and guiding investment decisions to achieve their financial goals, with a client-centric approach focused on trust, transparency, and long-term relationships.

Bell brings over six years of experience in investment management, spanning roles at Exencial Wealth Advisors and Broadway Bank, with additional professional background in trust administration, estate planning, and operational compliance. He is noted for a broad expertise that includes real estate and mineral management, which enables him to address complex client needs across diverse asset classes.

He holds a Bachelor of Business Administration in Business Administration and Management from The University of Texas at San Antonio and is Series 65 licensed, authorizing him to provide investment advice in Texas. His work consistently emphasizes strategic portfolio implementation and the creation of asset allocation recommendations, drawing upon experience in financial planning and portfolio management for both individuals and businesses within sectors such as real assets, mineral interests, and estate-related portfolios.